Tasks

Every task across every project. One person is responsible for a task; any employee may record time against it.

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Due date Client Assignee Task

Department

All departments Tax Audit CAS

Status

All statuses open complete

Assignee

Any assignee Avery Morgan Eirene Vasquez Dana Park Priya Shah Jonah Reyes Sana Ellis Milo Renard Frances Okoye Iris Whelan Colin Berg Maren Lowe Tessa Nunn Alina Roth Bram Odell Nadia Beaumont Dov Halloran Owen Castille Hallie Grant Theo Marsh June Sowande Wren Halliday

Client

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation Calloway Ridge Partners Harbor Light Community Services Wayfarer Missions SST — internal

Project

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Calloway Ridge Partners · 2025 partnership return Harbor Light Community Services · FY2025 nonprofit audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wayfarer Missions · Monthly accounting · September and October Wexford Diocese Schools · FY2025 agreed-upon procedures

4 tasks · 2 open · 2 complete

FiltersAssignee: Avery Morgan

Overdue

2

Major program determination

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·25 Feb 2026·Avery Morgan·complete

Risk identification meeting

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·25 Mar 2026·Avery Morgan·complete

No due date yet

2

Harbor Light Community Services · FY2025 nonprofit audit

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Avery Morgan·open

Partner Signature

Harbor Light Community Services · FY2025 nonprofit audit

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Avery Morgan·open